Mark Livingston
Financial Adviser
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About
Mark Livingston is an ASIC-registered financial adviser based in Surry Hills, NSW, dedicated to helping clients achieve their financial goals with tailored and strategic advice. With a strong foundation built on qualifications including PS146 Risk and Tier 1 Adviser Compliance Solution from Kaplan, along with specialist knowledge in Self Managed Superannuation Funds from Kaplan Education Pty Ltd, Mark brings a wealth of expertise to every client interaction. His commitment to professional standards is further underscored by his membership with the Australian and New Zealand Institute of Insurance and Finance (ANZIIF). Mark is authorized to provide advice on a range of financial products, ensuring comprehensive solutions for your financial needs. This includes expert guidance on superannuation, insurance (Investment Life Insurance and Life Risk Insurance), and wealth accumulation strategies. Mark is passionate about empowering individuals to make informed decisions that secure their financial future. Key services include: • Superannuation advice • Insurance solutions (Investment Life & Life Risk) • Retirement planning • Wealth management strategies Ready to take control of your financial future? Contact Mark Livingston today for a consultation and discover how personalized financial advice can make a difference.
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Frequently Asked Questions
What types of financial advice does Mark Livingston offer?
Mark Livingston specializes in superannuation advice, insurance solutions (Investment Life Insurance and Life Risk Insurance), retirement planning, and wealth management strategies.
What qualifications does Mark Livingston have?
Mark Livingston holds qualifications in PS146 Risk, Tier 1 Adviser Compliance Solution from Kaplan, and Self Managed Superannuation Funds from Kaplan Education Pty Ltd. He is also a member of the Australian and New Zealand Institute of Insurance and Finance (ANZIIF).
How can Mark Livingston help me with my superannuation?
Mark Livingston provides expert advice on superannuation, helping you to optimize your contributions, select appropriate investment options, and plan for a comfortable retirement.
What is the process for working with Mark Livingston?
The process typically begins with an initial consultation to understand your financial goals and current situation. Mark will then develop a personalized financial plan tailored to your needs. Regular reviews and ongoing support are provided to ensure your plan remains aligned with your evolving circumstances.
What should I expect from a consultation with Mark Livingston?
During a consultation with Mark Livingston, you can expect a thorough assessment of your financial situation, a clear explanation of your options, and a collaborative approach to developing a financial plan that aligns with your goals and values.
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